Financial Planning & Analysis (FP&A)
Does your business have these questions? Then you might need FP&A!
- What is your cash runway?
- When should you hire additional resources?
- Are you on track vs. budget and forecast?
- What do you need to provide your investors with?
What does FP&A provide?
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Proven Results
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Modeling, Reporting & Analysis
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Investor & Board Materials
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Trusted Partner
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Collaboration & Accountability
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Break-even, Variance & Scenario Analysis
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Key Metrics & Insight
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Planning, Budgeting & Forecasting
Burkland’s Financial Planning & Analysis (FP&A) services give your startup the agility to scale faster and smarter by leveraging your company’s data for decision-making, including data hidden beneath the surface.
While accounting and tax services look back to document what has already happened, FP&A looks ahead to plot the best course forward.
FP&A can assist your Finance Team as a stand-alone service, or in support of your fractional CFO. If your startup isn’t ready to invest in a fractional CFO, FP&A bridges the gap with solid financial modeling and real-time analytics. If you’re already working with a fractional CFO, Burkland’s FP&A services offer a cost-effective support resource to free up the CFO’s time for analysis, fundraising, process improvements, board reporting, and other strategic initiatives. FP&A team members are highly proficient in Excel and Google Sheets, pivot tables, conditional formulas, import ranges, and of course, charts and graphs.
Today’s top-performing startups use FP&A to:
- Reduce or eliminate guesswork related to critical business decisions
- Create open-ended models to explore the likely impacts of different decisions
- Compare data-driven assumptions with actual results along the way
- Tap into real-time data to be proactive instead of reactive
- Make the best decisions with the available data in a given moment
- Get where they want to be on their own terms
- Scale faster and reach their goals sooner
Burkland clients have recently leveraged our FP&A services to:
- Understand and respond to changing economic conditions
- Identify when to pivot or adjust course to still be relevant in six months
- Maximize runway to avoid running out of cash
- Meet and exceed fundraising goals
- Prevent surprises during VC due diligence
- Fine-tune hiring plans and compensation strategies
- Evaluate customer acquisition costs to know where to invest for growth
- Streamline SG&A (Selling, General, and Administrative) expenses
Financial Planning & Analysis is critical to the success of any startup, regardless of size, stage, or sector. Contact Burkland to discuss how our FP&A can help you reach your goals.